Purchases and Sales Made in Q3 2023 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 400.0% |
$350K - $1.93M
|
13.5K
$570K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5K+ 399.89% |
$340K - $1.88M
|
13.1K
$553K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 241.15% |
$333K - $1.84M
|
14.6K
$614K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 350.51% |
$333K - $1.84M
|
13.2K
$557K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.93K+ 388.05% |
$290K - $1.6M
|
11.2K
$474K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.91K+ 360.08% |
$289K - $1.59M
|
11.4K
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.87K+ 673.58% |
$288K - $1.59M
|
10.2K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.64K+ 398.16% |
$280K - $1.55M
|
10.8K
$456K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.55KNew |
$277K - $1.53M
|
8.55K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
8.4K+ 400.0% |
$272K - $1.5M
|
10.5K
$443K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.31K+ 399.86% |
$269K - $1.49M
|
10.4K
$438K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
BUY
|
- |
8.3K+ 400.0% |
$269K - $1.49M
|
10.4K
$438K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8.08K+ 395.4% |
$262K - $1.45M
|
10.1K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.07K+ 401.19% |
$262K - $1.44M
|
10.1K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.06K+ 389.52% |
$261K - $1.44M
|
10.1K
$428K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
7.99K+ 381.51% |
$259K - $1.43M
|
10.1K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92K+ 405.74% |
$257K - $1.42M
|
9.87K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.88K+ 400.0% |
$256K - $1.41M
|
9.86K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.83K+ 400.0% |
$254K - $1.4M
|
9.79K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.63K+ 400.0% |
$247K - $1.36M
|
9.54K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.59K+ 399.95% |
$246K - $1.36M
|
9.48K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $1.34M
|
7.5K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.05KNew |
$228K - $1.26M
|
7.05K
$297K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
7.02K+ 400.0% |
$228K - $1.26M
|
8.78K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7K+ 400.0% |
$227K - $1.25M
|
8.75K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.58K+ 476.81% |
$213K - $1.18M
|
7.96K
$336K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.32K+ 400.0% |
$205K - $1.13M
|
7.91K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.28K+ 536.09% |
$204K - $1.12M
|
7.46K
$315K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
6.22K+ 400.0% |
$202K - $1.11M
|
7.78K
$328K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
6.14K+ 400.0% |
$199K - $1.1M
|
7.67K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.12K+ 400.0% |
$198K - $1.09M
|
7.65K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.12KNew |
$198K - $1.09M
|
6.12K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.94K+ 400.0% |
$192K - $1.06M
|
7.42K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.8K+ 390.57% |
$188K - $1.04M
|
7.29K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 400.0% |
$188K - $1.04M
|
7.25K
$306K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 399.86% |
$187K - $1.03M
|
7.19K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.66K+ 400.14% |
$183K - $1.01M
|
7.07K
$298K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.62K+ 400.0% |
$182K - $1.01M
|
7.03K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
5.61K+ 402.29% |
$182K - $1M
|
7.01K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.53K+ 378.42% |
$179K - $988K
|
6.99K
$295K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.46K+ 357.43% |
$177K - $976K
|
6.99K
$295K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.44K+ 401.47% |
$176K - $974K
|
6.8K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.42K+ 387.49% |
$176K - $969K
|
6.82K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.28K+ 401.44% |
$171K - $945K
|
6.6K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.92K+ 149.03% |
$160K - $881K
|
8.23K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.7K+ 289.06% |
$152K - $841K
|
6.33K
$267K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.78K+ 400.0% |
$123K - $676K
|
4.73K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.69K+ 400.0% |
$120K - $660K
|
4.61K
$194K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.63K+ 400.0% |
$118K - $650K
|
4.54K
$192K
|